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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$28.4M -$268K -1,770 -0.8%
AZ
202
Aquamarine Zurich
Switzerland
$28.3M +$31.8M +210,000 New
AQR Capital Management
203
AQR Capital Management
Connecticut
$28.1M +$18.8M +124,249 +148%
CW
204
Connectus Wealth
Ohio
$28M +$1.75M +11,542 +6%
Rafferty Asset Management
205
Rafferty Asset Management
New York
$28M +$31.4M +207,400 New
ERSOT
206
Employees Retirement System of Texas
Texas
$27.8M +$358K +2,366 +1%
CI
207
Cambiar Investors
Colorado
$27.7M +$38.7K +256 +0.1%
TAM
208
Todd Asset Management
Kentucky
$27.6M +$4.23M +27,917 +16%
HAM
209
Honeycomb Asset Management
New York
$27.5M +$15.7M +104,000 +104%
SMDAM
210
Sumitomo Mitsui DS Asset Management
Japan
$27.3M +$3.46M +22,872 +13%
AAM
211
Aureus Asset Management
Massachusetts
$27.3M +$97.6K +645 +0.3%
ZIC
212
ZWJ Investment Counsel
Georgia
$27.2M -$66.1K -437 -0.2%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$1.53M +10,137 +5%
CK
214
Cohen Klingenstein
New York
$26.9M -$522K -3,450 -2%
IC
215
Inverness Counsel
New York
$26.7M +$3.56M +23,549 +13%
JMPWA
216
JP Morgan Private Wealth Advisors
California
$26.5M +$1.12M +7,379 +4%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$26.4M -$10.6M -69,779 -26%
RFC
218
Regions Financial Corp
Alabama
$26.3M -$863K -5,704 -3%
CF
219
Cantor Fitzgerald
New York
$26.3M +$12.6M +83,476 +75%
DekaBank Deutsche Girozentrale
220
DekaBank Deutsche Girozentrale
Germany
$26M -$1.38M -9,127 -5%
AIG
221
American International Group
New York
$25.8M -$1.02M -6,744 -3%
RMA
222
Roffman Miller Associates
Pennsylvania
$25.8M +$225K +1,487 +0.8%
HIMC
223
Heritage Investors Management Corp
Maryland
$25.4M +$347K +2,290 +1%
GFI
224
Global Frontier Investments
South Carolina
$24.7M
Jacobs Levy Equity Management
225
Jacobs Levy Equity Management
New Jersey
$24.6M +$27.6M +182,207 New

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.